Dark Horse Wealth LLC

Overview

Dark Horse Wealth LLC is an SEC registered investment adviser based in Cazenovia, NY, registered since 2012. It reports $36.6M in assets under management across 173 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$36.6M

Discretionary

100%

Accounts

173

Average account

$212K

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Judson William Ames Managing Member, Chief Compliance Officer CRD 5953260

Advisory reps 1 of 1

• Judson William Ames Investment Adviser Rep CRD 5953260

Location

Headquarters

51 Albany St Fl 2
Cazenovia, NY 13035

County

Madison

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: darkhorsewealth.com

Every state, with registration dates

Similar firms near Cazenovia

• Leigh Baldwin & Co., LLCCazenovia, NY$291M AUM
• Rockbridge Investment Management, LLCSyracuse, NY$1.8B AUM
• Pinnacle Investments, LLCEast Syracuse, NY$1.3B AUM
• Reagan Companies Asset Management, IncSyracuse, NY$1.2B AUM
• J.W.Burns & Company, Inc.Syracuse, NY$1B AUM